CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord

SUBJECTS
CD Prepare to Submit SDS to Jerry
Submit SDS to Jerry Prepare CD
CSG Jerry Nord CD Prepare SDS Program Set Submit to Jerry Nord at CSG
CD Prepare to Submit SDS to Jerry with Rod's SDS Records and Create S
Records for Jerry Starting SDS Showing History of Past Work
Use SDS for Pilot Test at CSG with 7 Programmers Jerry Offers to Part
SDS Program and Work Files CD Sent to Gary
Nord, Jerry List SDS on His Non-disclosure Agreement with CSG to Prov
Agreement Terms Accepted Prepare for SDS Project Launch Based on Lang

1511 -
1511 -    ..
1512 - Summary/Objective
1513 -
151301 - Follow up ref SDS 6 0000. ref SDS 5 0000.
151302 -
151303 - Got started configuring Jerry's computer to run SDS.  There were a
151304 - couple snags because I forgot to include Jerry's SDS records.  These
151305 - were zipped and submitted, once we got wsftp configured.  I also
151306 - provided the wrong code for setting up pkzip that is needed for backup
151307 - during the archive op when SDS launches.  Zipped this code and
151308 - uploaded to the web for Jerry to download and unzip. ref SDS 0 2B5G
151309 - While waiting for files to upload to the web, we began some training
151310 - using the SDS Group Manager. ref SDS 0 I06F  We introduced the
151311 - Schedule screen, ref SDS 0 XB6F, and did some work with the Editor to
151312 - edit the Group Manager. ref SDS 0 3J61  We are now ready to complete
151313 - configuration and begin working with SDS.
151315 -  ..
151316 - Sent an email to Jerry confirming work performed today, and planning
151317 - for completion of SDS configuration.
151318 -
151319 -
151320 -
151321 -
151322 -
151323 -
151325 -  ..
1514 -
1515 -
1516 - Progress
1517 -
151701 - NDA Between Jerry and CSG Needs Signature
151702 -
151703 - Follow up ref SDS 9 G25G, ref SDS 7 XE85.
151704 -
151705 - Did not discuss progress getting NDA signed by CSG management,
151706 - reviewed previously in the record on 030808, ref SDS 9 G25G, and
151707 - reported earlier on 030807? ref SDS 7 XE7T
151708 -
151709 -
151710 -
151711 -
151712 -
151713 -
1518 -

SUBJECTS
SDS Icon on Desktop and Configure DOS Application
CD Copy Files to Corresponding Directories on the Disk
Wsftp Configure to Transfer SDS Records to Internet
Copy Files from CD to Hard Disk
Pkzip Configure to Transfer SDS Records to Rod and to Gary
SDS Icon and Application Configure on Desktop
Medit Icon and Application Configure on Desktop
SDS Setup on Computer
Medit Setup on Computer
Installation CD Failed to Include Jerry Nord's SDS Records Under D SD
Pkzip CD Failed to Include Installation Code
8 Steps Com Metrics Proactive Learning Enables Good Management at Boe

261401 -  ..
261402 - Configure SDS on Jerry's Computer
261403 -
261404 - Follow up ref SDS 9 GL6J, ref SDS 5 NP4Y.
261405 -
261406 - Created this record to complement Jerry's record for today,
261407 - ref SDS 10 0001, that illustrates the eight (8) steps for
261408 - Communication Metrics that shows headlines, record segments and a
261409 - summary, following guidance in the record on 001219. ref SDS 1 4W4L
261410 -
261411 -    1.  Copy files from CD
261412 -
261413 -        Files to copy are listed in the record on 030808. ref SDS 9
261414 -        GL6J
261416 -         ..
261417 -        Guidance for copying files are in the letter to Jerry on
261418 -        030808. ref DIP 1 J56N
261420 -         ..
261421 -        Jerry had done this, per his letter yesterday.
261423 -         ..
261424 -        Turns out I did not send the directory for Jerry's SDS records
261425 -        in...
261426 -
261427 -                c: sd 08 jrnrd
261429 -         ..
261430 -        We did the next step to configure wsftp.  I then zipped Jerry's
261431 -        SDS records and he was able to download and install on his
261432 -        computer.
261433 -
261435 -         ..
261436 -    2.  Wsftp for FTP operations to the Internet.
261437 -
261438 -        Used guidance in the record on 010202, ref SDS 2 4945, for
261439 -        configuring wsftp.  Not sure, but may not have completed
261440 -        setting up all the options.  This includes initial setup and
261441 -        the password, also listed on 010202. ref SDS 2 NU87
261443 -         ..
261444 -        The next session should start with verifying the settings
261445 -        listed as phase 2 on 010202. ref SDS 2 RK6M
261446 -
261448 -         ..
261449 -    3.  Pkzip for backup and transferring records.
261450 -
261451 -        Could not install pksip, because included the wrong files
261452 -        in....
261453 -
261454 -                c: sd 01 pkinstl
261456 -            ..
261457 -           Fixed this problem for next time.
261459 -         ..
261460 -        Zipped the revised directory and transferred to the web for
261461 -        Jerry to download, so he can run SDS, which includes a set
261462 -        during launch that backups the current records prior to
261463 -        archive.
261465 -         ..
261466 -        Installation of pkzip requires a password or product license ID
261467 -        which is in the record 020903. ref SDS 3 MC3F
261469 -         ..
261470 -        Verify that Jerry has downloaded cs.zip and installed pkzip,
261471 -        per below. ref SDS 0 2B5G
261473 -         ..
261474 -        Verify that...
261475 -
261476 -                c: 01 02 trw.bat
261477 -
261478 -        ...is functioning on Jerry's computer for transferring Jerry's
261479 -        SDS records to Rod, like Gary is doing at Aerospace company to get
261480 -        continual guidance.
261481 -
261483 -         ..
261484 -    4.  SDS Icon and application
261485 -
261486 -        Configure w2k properties to run c: sd 01 sds.bat, and assign
261487 -        the icon.  Change settings for optimal window size, font and
261488 -        enable mouse.
261489 -
261490 -            Did this.
261492 -         ..
261493 -    5.  Medit Icon and application
261494 -
261495 -        Configure w2k properties for optimal window size, font and
261496 -        enable mouse.
261497 -
261498 -            Did this.
261500 -             ..
261501 -            Set icon using pifmgr.dll in the w2k system32 directory
261503 -         ..
261504 -    6.  DOS Icon and application
261505 -
261506 -        Configure w2k properties for optimal window size, font and
261507 -        enable mouse.
261508 -
261509 -            Did this.
261511 -             ..
261512 -            Set icon using pifmgr.dll in the w2k system32 directory
261513 -
261514 -
261515 -
261516 -
261517 -
261518 -
2616 -

SUBJECTS
Group Manager Screen Layout User ID Password
Launching SDS Enter and Double Click
Launching SDS No Archive Click Between no and archive.

310501 -  ..
310502 - SDS Launch Set Up Group Manager
310503 -
310504 - Once Jerry's records were transferred to his computer, we opened the
310505 - Group Manager and reviewed general issues.
310506 -
310507 -    1.  Group Manager is launched by clicking on the SDS application
310508 -        symbol on the desktop, or on the w2k tray.
310510 -         ..
310511 -    2.  Most common action is simply to click on the User's name to
310512 -        open the SDS program.
310514 -         ..
310515 -        In other words, the common steps to use SDS are....
310516 -
310517 -            a.  Click on application icon on the desktop.
310518 -
310519 -            b.  Click on user's name in the Group Manager.
310520 -
310521 -                This opens SDS to start work.
310523 -         ..
310524 -    3.  Optional ways to open SDS from within Group Manager.
310525 -
310526 -            a.  User ID:  jrnrd  (never have to enter this)
310527 -
310528 -            b.  Password, enter and press Enter
310529 -
310530 -                Jerry's initial password is "poims" -- which he can
310531 -                change to anything convenient, up to 8 characters.
310533 -                 ..
310534 -            c.  Click on one of two columns that align with "ch" in
310535 -                Welch.  For Jerry's name this is the .space
310536 -                combination as follows...
310537 -
310538 -                              --
310539 -                       Jerry J. Nord
310540 -                              --
310542 -                 ..
310543 -                This means SDS can be opened entirely by clicking the
310544 -                mouse, without actually entering a password.
310546 -                 ..
310547 -            d.  Launch without archiving.
310548 -
310549 -                Archiving is explained in para 4. ref SDS 0 JZ5Q
310551 -                 ..
310552 -                Sometimes we don't want to archive SDS when it is
310553 -                opened initially.  This is acocmplished by clicking
310554 -                between no and "Archive, as follows...
310555 -
310556 -                              -
310557 -                       F3 = no "archive"
310558 -                              -
310560 -                 ..
310561 -                This method should always be used to open another
310562 -                user's records to avoid changing their record, and so
310563 -                will come up when I send my records to Jerry, and when
310564 -                he sends his records to me.
310565 -
310567 -         ..
310568 -    4.  Archiving
310569 -
310570 -        Launching SDS for the first time each day archives the record
310571 -        by removing performed tasks from the Schedule and saving them
310572 -        into a diary data base.  Launch archive operations also backup
310573 -        the system to preserve the record prior to archive.  After a
310574 -        user's records are archived the first time SDS is opened,
310575 -        launching SDS during the rest of the day, the program will open
310576 -        immediately, unless the user sets to create a record for a
310577 -        prior date.
310579 -         ..
310580 -        SDS converts entries in the Schedule, where all activity
310581 -        begins, into a diary record of work performed.
310583 -         ..
310584 -        To understand this design, we openned Jerry's records without
310585 -        archiving....
310586 -
310587 -
310588 -
3106 -

SUBJECTS
Schedule Screen Orientation
ESC Key Closes Schedule
F3 Opens Diary Going Back in Time Complements Schedule Going Forward
F8 Converts Schedule Task to Diary Shows Time

350601 -             ..
350602 -            Help, Menus and Function Keys
350603 -            Schedule Screen and Diary Screen
350604 -
350605 -            We opened the Schedule without archiving as explained
350606 -            below, and Jerry saw the layout of the Schedule.
350607 -
350608 -            Help is Ctrl F10 in all SDS screens.
350609 -
350610 -                ESC closes the menu.
350612 -             ..
350613 -            Menu is Shift F10 in all SDS screens.
350614 -
350615 -                Menu can additionally be opened with the right mouse
350616 -                button, and choices are made with left mouse button.
350617 -                ESC and clicking anywhere off the menu closes the menu
350618 -                rather than make a selection.
350620 -             ..
350621 -            Function keys are listed in the Tools menu at the right end
350622 -            of the menu bar after right clicking or pressing Shift F10
350623 -            to open the menu.  The 5th choice is "Function Key List"
350624 -            which is always available online, and can be printed to aid
350625 -            initial learning.
350627 -             ..
350628 -            Best to initially experiment with data entry in the editor.
350630 -             ..
350631 -            Call Rod to get started.
350633 -             ..
350634 -            The Schedule is a simple environment that lists dates,
350635 -            always beginning with today, and going forward in time for
350636 -            several months or years.  Beneath the date pending tasks
350637 -            are listed.
350639 -             ..
350640 -            Diary listing is opened by F3 to see tasks that have been
350641 -            performed.  The diary always begins with tasks performed
350642 -            yesterday and going backward in time, to complement the
350643 -            Schedule list that starts today and goes forward in time.
350644 -
350645 -                This design the combines diary and schedule reflects
350646 -                the SDS scheme of integrating time and information.
350648 -                 ..
350649 -                The Diary can also be opened by clicking at the end of
350650 -                Schedule in the Schedule screen, and by opening the
350651 -                menu clicking the right mouse button, and clicking
350652 -                diary.
350654 -             ..
350655 -            Jerry saw several tasks scheduled for today, that were
350656 -            developed as training exercises for him on 030708.
350657 -            ref SDS 5 I15U
350658 -
350659 -            a.  F8 on a scheduled task enters the time and changes the
350660 -                status from a pending scheduled task, to a current
350661 -                diary record for performing the task by entering a dot
350662 -                on the column in front of the task description.
350664 -                 ..
350665 -                Tasks can have a time without a dot, and this is still
350666 -                a pending task for the time entered.  When there is
350667 -                both a time and a dot, this tells SDS that work has
350668 -                been performed on the task, and so the status has
350669 -                changed from a Schedule task to a diary record.
350671 -                 ..
350672 -            b.  F8 pressed on a current diary task in the Schedule
350673 -                changes the status back to a pending schedule task,
350674 -                giving the user the ability meet evolving conditions,
350675 -                i.e., to have a change of mind.
350677 -                 ..
350678 -                This, in the Schedule, F8 is light a light switch that
350679 -                changes the status of a task from schedule to diary to
350680 -                schedule to diary, etc.
350681 -
350682 -
350683 -
350684 -
3507 -

SUBJECTS
Editor Introduced Revise SDS Group Manager File to List Only Jerry an

360301 -         ..
360302 -        Editor Introduce Medit Modify Group Manager
360303 -
360304 -
360305 -    5.  Today, we noticed that the Group Manager was not configured for
360306 -        Jerry, contrary to plans on 030708. ref SDS 5 MYEL
360308 -         ..
360309 -        We used the editor to open....
360310 -
360311 -                     c: sd 03 047027
360312 -
360313 -        ...and changed the file to support Jerry using SDS.
360314 -
360315 -
360316 -
360317 -
360319 -  ..
3604 -
3605 -
3606 - 1304
3607 -
360701 - Jerry had to attend to other matters.
360702 -
360703 - If he has time later today or tomorrow, he will download the code for
360704 - installing the dos version of pksip to put the code in...
360705 -
360706 -                   c: sd 01 pkinstl
360708 -  ..
360709 - He can then run the install program...
360710 -
360711 -                   c: sd 01 pkinstl setup.exe
360713 -  ..
360714 - That should complete step 4 that was delayed today. ref SDS 0 W16F
360716 -  ..
360717 - With pkzkip installed, we can launch SDS and it will backup the
360718 - current condition then archive Jerry's schedule and start us off with
360719 - the current date.
360721 -  ..
360722 - Sent an email to Jerry confirming work performed today, and planning
360723 - for completion of SDS configuration.
360724 -
360725 -
360726 -
360727 -
360728 -
360729 -
360730 -
360731 -
360732 -
360733 -
360734 -
3608 -